Analysts Offer Insights on Healthcare Companies: Nuvalent (NASDAQ: NUVL), uniQure (NASDAQ: QURE) and UnitedHealth (NYSE: UNH)We had expected the guide with Q2 now but will likely need to wait two weeks longer (historically, UNH had reported around July 15 th ), which extends the 2Q uncertainty. In addition, the company’s comments implied some potential pressure in the commercial book of business, without giving details. This comes after competitor Elevance (ELV) sounded cautious on trend in ACA exchanges and Medicaid. Overall, if the trend issues a headwind for MCOs, this could be a tailwind for health care providers. We maintain our Neutral rating given the Medicare Advantage overhang but depressed valuation, as we await more clarity.